New! IRS Video:
403(b) Annuities: What Educational Employers Need to Know to Do Their
Distributed by ASBO International in Streaming Video
Join IRS tax law specialists Robert J. Architect and Benise Ungar for a 60-minute step-by-step explanation of what school business officials need to know and do to achieve district compliance with the final 403(b) regulations issued in July 2007.
Learn how to create a written plan, determine participant eligibility, handle transfers and exchanges, and keep abreast of the new responsibilities that fall to school districts.
The presentation includes a downloadable PDF copy of Revenue Procedure 2007-71, slide handouts, and links to documents referenced on the IRS Website. Browse the links below.
l Robert J. Architect, Senior Tax Law Specialist, Employee Plans, Internal Revenue Service
l Benise Ungar, Tax Law Specialist, Employee Plans, Internal Revenue Service
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Bookmark this page and check back in January 2008 for information on purchasing DVD copies of this presentation individually or in bulk.
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